See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,197 | $198,466-93.4% | $170,442-92.3% | $147,584-91.1% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 12.78% | 257.29%-244.5pp | 205.93%-193.2pp | 578.55%-565.8pp |
| Employer contribution / active EE | $894 | $6,184-85.5% | $5,433-83.5% | $4,876-81.7% |
| Participant deferral / active EE | $901 | $5,629-84.0% | $4,939-81.8% | $5,439-83.4% |
| Admin fee / account holder | $1,297 | $16,852-92.3% | $13,880-90.7% | $10,885-88.1% |